See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,426 | $77,899-39.1% | $149,673-68.3% | $75,163-36.9% |
| Participation rate | 63.7% | 65.6%-1.8pp | 78.8%-15.0pp | 67.2%-3.4pp |
| Annual return | 5.39% | 31.72%-26.3pp | 134.42%-129.0pp | 160.62%-155.2pp |
| Employer contribution / active EE | $1,587 | $3,137-49.4% | $4,818-67.1% | $2,670-40.6% |
| Participant deferral / active EE | $2,147 | $3,411-37.1% | $5,680-62.2% | $4,125-47.9% |
| Admin fee / account holder | $1,817 | $5,956-69.5% | $13,210-86.2% | $5,651-67.8% |